Identifying Tomorrow’s Multibaggers!
- Focused portfolio with High Growth Potential
- Under-Owned and Under-Researched ideas with Outsized Returns potential
- Varied uncorrelated stocks. Limited Portfolio Overlap with traditional pools
- Limited AUM: Meaningful allocation in smaller companies with lower impact cost
- Large Universe: ~1,000 traded companies post AMFI rank 251
- Scope for P/E expansion as ideas are still undiscovered
Meaningful Allocation
+Superior Stock Selection
Disproportionate Returns
Outsized Growth Potential from Undiscovered Leaders of Tomorrow
| Multiplied in last 10 years | No. of companies | Average 10 Years CAGR |
|---|---|---|
| > 40x | 35 | 48.5% |
| 25x to 40x | 38 | 40.7% |
| 15x to 25x | 67 | 34.2% |
| 10x to 15x | 63 | 31.3% |
| 5x to 10x | 110 | 21.5% |
| Period | Portfolio | NIFTY Smallcap 100 |
|---|---|---|
| 1 Month | 2.5% | 6.7% |
| 3 Months | 9.5% | 18.5% |
| 6 Months | -3.2% | 1.6% |
| 1 Year | -5.4% | 4.1% |
| Since inception date 01/11/2023 | 18.5% | 28.1% |
| Security | |
|---|---|
| AARTI PHARMALABS LIMITED | KFIN TECHNOLOGIES LTD |
| NAVIN FLUORINE INTERNATIONAL LIMITED | MTAR TECHNOLOGIES LIMITED |
| MOTILAL OSWAL FINANCIAL SERVICES LIMITED | MULTI COMMODITY EXCHANGE OF INDIA LIMITED |
| SAGILITY INDIA LIMITED | EXIDE INDUSTRIES |
| TRIVENI TURBINE LIMITED | FINOLEX CABLES LTD |
Sector Allocation*
Hotels/Resorts
20%
Industrial Products
18%
Healthcare
11%
Construction
10%
Consumer Durables
4%
Information Technology
3%
Auto Ancillaries
3%
Textiles
3%
Transportation
3%
Others
1%
Market Capitalization*
Small Cap
60%
Mid Cap
18%
Cash and Cash Equivalents
22%
Risk Profile (Last 1 Year)
NIEO 9 vs NIFTY
Beta: 0.6
Sharpe Ratio: -0.1
Alpha: -9.6%
Portfolio Statistics
No. of Stock Holdings:36.0
Weighted Avg Market Cap:16,100
For the full strategy presentation, please contact us.